Vonex Limited



  Our Initial Entry

Portfolio Initiation

5 Day VWAP
After Initiation

Current Price

Our Current Returns

Sep 25 2020

Our Current Returns

📋 About: Vonex Limited (ASX:VN8) is an Australian telecommunications company providing innovative VoIP solutions. Vonex is employing an aggressive acquisition strategy to grow revenues at scale.

🌏 Macro Theme: 5G capable devices and infrastructures to roll out into the market, which will boost the transition into the ‘Internet of Everything’ network of people, processes, data and things.

Vonex Company Milestones

Acquisition 1: Incorporation Complete (2SG)
Portfolio Initiation
✅ 2SG Wholesale 5G services selected by Optus as a key 5G partner
🟥 Oper8r app discontinued
Acquisition 2: Acquisition Complete (Nextel)
Wholesale Agreement with Orange
Acquisition 2: Incorporation Complete (Nextel)
Acquisition 3: Acquisition Announced (MNF Group Direct Business)
✅ $14M Cap Raise @11c ($12M Insto, $2M SPP)
✅ Acquisition 3: Acquisition Complete (MNF Group Direct Business)
✅ Acquisition 3: Incorporation into Business (MNF Group Direct Business)
🔲 Acquisition 4 - Announced
🔲 Acquisition 4 - Complete Transaction
🔲 Acquisition 4 - Incorporate into business
🔲 Acquisition 4 - Revenue Growth
✅ 50,000 PBX Customers
✅ 75,000 PBX Customers
🔲 100,000 PBX Customers
🔲 [NEW] 150,000 PBX Customers
Annual recurring revenue hits $25M
🔲 Annual recurring revenue hits $50M
🔲 [NEW] Positive EBITDA FY22
Cashflow positive for half year
🔲 Cashflow positive for full year
🔲 Unexpected Announcement 1
🔲 Unexpected Announcement 2
🔲 Unexpected Announcement 3
🔲 Vonex acquired by larger telco company

Reporting Highlights

FY21 Q1 - $16.7M Annual Recurring Revenue
📅 FY21 Q2 - $18.0 Annual Recurring Revenue
📅 FY21 Q3 - Cashflow Positive
FY21 Q4 - $18.7 Annual Recurring Revenue
📅 FY21 Full Year Results

VN8 Investment Milestones

Initial Investment: @14c
Increase Investment: @11c
🔲 Increase Investment
🔲 Price increases 500% from initial entry
🔲 Price increases 1000% from initial entry
🔲 Price increases 2000% from initial entry
12 Month Capital Gain Discount
🔲 Free Carry
🔲 Take Profit
🔲 Hold remaining Position for next 2+ years

”Expected Company Milestones” are based on the company's publicly available execution plan and some assumptions made by our team on potential announcements that should de-risk the investment. “Our investment milestones” show our current long-term investment plan. Early stage investments are risky and there is no guarantee that the expected events will occur. The lists are not in sequential order.


🔲 Expected Milestone
✅ Achieved Milestone
🟩 Above Average Result
🟨 Average (Expected) Result
🟧 Below Average Result
🟥 Negative Result
🌎 Macro Event
⚔️ Results from Other Company / Project
[UPA] Unexpected Positive Announcement
[NEW] New Milestone Added

Our Past Commentary on Vonex Limited

Type Date New Title
Mention 18-Dec-2021 $ 0.115 What Happened This Week? Dec-18th-2021
Email 15-Dec-2021 $ New Acquisition for VN8 as “Hunt for Growth” Strategy Continues
Mention 27-Nov-2021 $ 0.120 What Happened This Week? Nov-27th-2021
Email 22-Nov-2021 $ VN8’s “Hunt for Growth” Strategy Now Delivering
Mention 30-Oct-2021 $ 0.145 What Happened This Week? Oct-30th-2021
Mention 25-Sep-2021 $ 0.150 What Happened This Week? Sep-25th-2021
Email 21-Sep-2021 $ 0.120 Vonex Integrates $31M Direct Business into its Operations
Article 02-Sep-2021 $ 0.130 The full year results are in, how did our telco investment VN8 fare?
Mention 21-Aug-2021 $ 0.135 What Happened This Week? Aug-21st-2021
Mention 14-Aug-2021 $ 0.125 What Happened This Week? Aug-14th-2021
Mention 31-Jul-2021 $ 0.135 What Happened This Week? July-31st-2021
Email 28-Jul-2021 $ 0.125 VN8 Quarterly: So close to being cash flow positive. Completes giant acquisition, cap raise. We topped up.
Mention 24-Jul-2021 $ 0.125 What Happened This Week? July-24th-2021
Mention 12-Jun-2021 $ 0.160 What Happened This Week? June-12th-2021
Email 07-Jun-2021 $ 0.155 VN8 to consume its biggest ever acquisition
Mention 05-Jun-2021 $ 0.155 What Happened This Week? June-5th-2021
Email 01-Jun-2021 $ 0.135 VN8 Acquiring Smaller Players, Becoming Snack for Major Telco
Mention 27-Apr-2021 $ 0.175 Our Portfolio Performance from January 1st to March 31st 2021
Article 03-Feb-2021 $ 0.230 VN8’s Latest Acquisition Boosts Group ARR to Over $18M
Mention 07-Jan-2021 $ 0.225 Our Stock Picks for 2021
Email 20-Nov-2020 $ 0.215 VN8 Moving up to the Next Tier of ASX Telcos
Article 30-Oct-2020 $ 0.165 $31M ASX Small Cap Telco Posts $16.7M Annual Recurring
Article 25-Sep-2020 $ 0.165 Meet Our Latest ASX Tech Portfolio Addition: VN8 is a Company Transformed

Vonex Limited Market Data

Latest Article from Vonex Limited

What Happened This Week? Dec-18th-2021

Today we will share two important lessons we have learned (the hard way) for micro-cap/small-cap investing.

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